Capital Wealth Planning, LLC: CP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Wealth Planning, LLC on CP, newest first. How the timeline and the estimate are built.
Capital Wealth Planning, LLC held 153,109 CP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 153,109 sharesChange vs previous 13F -33,083 shares
0.07% of the 13F portfolio, value $13,266,895.
13F-HR 0002085853-26-001006 filed by Capital Wealth Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 186,192 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $14,645,863.
13F-HR 0002085853-26-000600 filed by Capital Wealth Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).